Cerebras announces Microsoft deal as shares jump after hours, Techmeme reports

Techmeme’s summary of CNBC reporting puts Cerebras’ quarterly core revenue at $230.9 million, above the $214.7 million estimate, alongside a Microsoft deal and a 15%-plus after-hours stock jump. Growth has a bottleneck, though: Techstrongai reports CEO Andrew Feldman expects revenue to triple in 2027, but capacity shortages are already delaying some initial deployments under Cerebras’ OpenAI agreement.